Stock Option Planning

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Entity Structure Planning

With Geeslin Group’s Business Structure Planning services, we help you select the optimal entity structure for your business, ensuring maximum tax benefits and operational efficiency.

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Accounting System Design and Implementation

Our Accounting System Design and Implementation service ensures your financial information is organized and accurately reported. Our experts specialize in setting up and customizing accounting systems, such as QuickBooks, tailored to your business needs.

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M&A and Succession Planning

M&A and Succession Planning services from Geeslin Group will maximize your business’s value and ensure seamless transitions. Whether considering a merger, acquisition, or preparing for leadership succession, our team provides expert guidance to help you navigate these complex processes.

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No matter what type of business they’re in, Geeslin Group has the expertise to help you navigate any challenges that you might have.

I could call Dale, I could call his son, Mike. They’re just always so responsive.

We rely on their expertise, their advice. They’ve walked us through five acquisitions since 2020. They’ve really helped us with the due diligence in purchasing those companies. They’re a real partner for us, but it feels like a family.

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If you only have W-2 income, you might not need a CPA. However, if you own a business or rental property or have more complex finances, professional services can help you save time, avoid mistakes, and maximize your tax benefits.

Estimated payments are quarterly tax payments for those with income not subject to withholding, such as self-employment or investment income. They help avoid penalties and manage your cash flow by spreading tax payments throughout the year. Making these payments ensures you meet your tax obligations and avoid surprises.

Taxes are due on April 15 every year. If the 15th falls on a weekend or holiday, the deadline is the next business day. Extensions give more time to file, but taxes are still due by April 15.

Keep good records throughout the year. Staying organized and asking your CPA questions early on can help you make informed decisions and avoid last-minute stress. Geeslin Group is here to help you every step of the way.

“It depends” is the most common and most true answer to this question. The most straightforward strategies include contributing more to your retirement account and considering increasing your charitable donations. These are common strategies, but not the only ones available. For personalized advice, Geeslin Group can provide tailored recommendations based on your specific situation.

At Geeslin Group, we assess your unique financial situation and recommend services that fit your needs, whether tax planning, business consulting, or accounting support. We provide personalized guidance to help you achieve your financial goals.

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Stock Option Planning